Customer Retention & Renewals Specialist

Christina Lindauer - State Farm Agent; Green Bay (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Paid time off

Training & development

Bonus based on performance

Competitive salary

Free food & snacks

Job summary

Green Bay, WI-based Christina Lindauer Insurance Agency Inc. is seeking a Customer Retention Specialist to support ongoing relationships with clients, focusing on renewals, outreach, and policy updates. The role emphasizes proactive service and retention strategies.

In this position you will communicate with existing customers about renewals and coverage options, review accounts, and maintain accurate records. Strong interpersonal skills and a commitment to community service are essential.

Qualifications

• Strong interpersonal and problem-solving abilities.
• Effective communication and listening skills.
• Detail-oriented with a focus on customer experience.
• Previous experience in customer service or account management preferred.
• Must be able to obtain applicable state insurance licenses.

Responsibilities

• Communicate with existing customers regarding renewals and coverage options.
• Review accounts and assist with updates or changes as needed.
• Identify opportunities to enhance customer satisfaction and engagement.
• Maintain accurate records and documentation of interactions.
• Collaborate with team members to meet retention and outreach objectives.

Skills

Interpersonal skills

Problem-solving

Communication

Active listening

Detail-oriented

Customer service

Job description

Green Bay, WI-based Christina Lindauer Insurance Agency Inc. is seeking a Customer Retention Specialist to support ongoing relationships with clients, focusing on renewals, outreach, and policy updates. The role emphasizes proactive service and retention strategies.

In this position you will communicate with existing customers about renewals and coverage options, review accounts, and maintain accurate records. Strong interpersonal skills and a commitment to community service are essential.